ABC’s of ESG

Oct 31, 2019 |Kelly Shorer

"As an industry we love acronyms. One that is beginning to be embraced by a broader number of investors is ESG – Environmental, Social, Governance."

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Responsible investing and palm oil

Sep 04, 2019 |Kelly Shorer

"Widely used product over the past 25 years, and now touches us at many points in our everyday lives. Unfortunately, the industry’s rapid expansion has negatively impacted both the environment and the vulnerable communities where it is produced."

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Dow Jones


Jul 19, 2019 |Kelly Shorer

"Imagine a portfolio that pays 3.5% from dividend paying stocks, the dividends grow by 7% annually and are reinvested into the portfolio. In ten years the yield on these investments would be more than three times the original yield."

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David Chilton in front of Trees

Why The Wealthy Barber won’t act as executor for even his closest friends

May 16, 2019 |Kelly Shorer

"Being asked to be an executor is an honour. But actually being the executor is a pain."

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David Chilton in front of Window

The Wealthy Barber on why a DIY approach for executors is often unwise

Apr 12, 2019 |Kelly Shorer

“Being an executor is a huge responsibility and frequently involves a tremendous amount of time and stress. Why not get help?”

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